
Technology & Investing
Host Laurie A. Siebert, CPA, CFP®, AEP®, and her guest, Matthew Petrozelli, COO and Executive VP of Valley National Financial Advisors discuss “How technology has changed the face of investing.”
Host Laurie A. Siebert, CPA, CFP®, AEP®, and her guest, Matthew Petrozelli, COO and Executive VP of Valley National Financial Advisors discuss “How technology has changed the face of investing.”
Laurie Siebert, CPA, CFP®, AEP®, discussed- Job Changes – What to consider!
Laurie Siebert, CPA, CFP®, AEP®, discussed: Unusual Tax Situations – questions welcome! Questions can...
Laurie Siebert, CPA, CFP®, AEP®, reviewed past Your Financial Choices podcasts.
Laurie Siebert, CPA, CFP®, AEP®, discussed: More Tax Talk and Fixes When Available.